Connect Paylocity to Morningstar AdviserLogic
Workload lets you integrate Paylocity with Morningstar AdviserLogic in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Paylocity...
Then do this action in Morningstar AdviserLogic!
How to Integrate Paylocity and Morningstar AdviserLogic
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1. Authenticate your Paylocity and Morningstar AdviserLogic accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Paylocity and Morningstar AdviserLogic Using Workload
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Supported Paylocity + Morningstar AdviserLogic Integrations
About Paylocity
The Paylocity API connector provides access to REST Web Services for connecting external services and applications to Paylocity.
Related CategoriesPayment Processing
Similar Paylocity Apps
Yes! Paylocity and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Paylocity through it’s OAuth2.0 connection.
Prices for Paylocity vary according to usage. For the most accurate pricing, visit https://paylocity-com.com/pricing for more details.
About Morningstar AdviserLogic
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
Related CategoriesCRM (Customer Relationship Management)
Similar Morningstar AdviserLogic Apps
Yes! Morningstar AdviserLogic and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Morningstar AdviserLogic through it’s OAuth2.0 connection.
Prices for Morningstar AdviserLogic vary according to usage. For the most accurate pricing, visit https://adviserlogic.com/pricing for more details.